Shell plc
SHEL- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001306965
No open-market purchases or sales by Shell plc insiders were filed in the last 90 days; 1,531 institutions reported holding it in 13F filings for Q2 2026, worth $28.8B in total; Semper Augustus is the only superinvestor holding it.
Other share classesRYDAF
13F holders, Q2 2024
Institutional positions in Shell plc as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,387
- +61 vs. Q1 2024
- Shares held
- 355.9M
- +19.3M (+5.7%) vs. Q1 2024
- Total value
- $25.6B
- +$3.10B (+13.7%) vs. Q1 2024
- New holders
- 124
- 505 more added
- Sold out
- 63
- 457 more reduced
19 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SHEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,531 | $28.8B |
| Q1 2026 | 1,596 | $34.5B |
| Q4 2025 | 1,456 | $26.5B |
| Q3 2025 | 1,393 | $25.9B |
| Q2 2025 | 1,396 | $26.6B |
| Q1 2025 | 1,418 | $28.5B |
| Q4 2024 | 1,383 | $23.8B |
| Q3 2024 | 1,354 | $23.8B |
| Q2 2024 | 1,387 | $25.6B |
| Q1 2024 | 1,345 | $22.6B |
| Q4 2023 | 1,315 | $21.6B |
| Q3 2023 | 1,265 | $21.0B |
| Q2 2023 | 1,205 | $18.6B |
| Q1 2023 | 1,194 | $17.3B |
| Q4 2022 | 1,185 | $15.9B |
| Q3 2022 | 1,099 | $14.2B |
| Q2 2022 | 1,125 | $15.3B |
| Q1 2022 | 988 | $15.3B |
| Q4 2021 | 12 | $8.81M |
| Q3 2021 | 6 | $175.1K |
| Q2 2021 | 5 | $154.5K |
| Q1 2021 | 5 | $149.9K |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Burke & Herbert Bank & Trust Co | 6,910 | $498.8K | 0.12% | +6,910 | New |
| First Foundation Advisors | 6,869 | $495.8K | 0.02% | −377−5.2% | Reduced |
| Adviser Investments LLC | 6,820 | $492.3K | 0.01% | +452+7.1% | Added |
| LaSalle St. Investment Advisors, LLC | 6,780 | $489.0K | 0.24% | +2,717+66.9% | Added |
| Headinvest, LLC | 6,772 | $488.8K | 0.10% | −80−1.2% | Reduced |
| Courier Capital LLC | 6,713 | $484.5K | 0.04% | −215−3.1% | Reduced |
| Founders Financial Alliance, LLC | 6,688 | $482.7K | 0.14% | +57+0.9% | Added |
| Raab & Moskowitz Asset Management LLC | 6,685 | $482.6K | 0.13% | −66−1.0% | Reduced |
| Rossmore Private Capital | 6,673 | $481.7K | 0.06% | −80−1.2% | Reduced |
| Financial Advisory Service, Inc. | 6,672 | $481.6K | 0.04% | +441+7.1% | Added |
| Principle Wealth Partners LLC | 6,665 | $481.1K | 0.04% | +331+5.2% | Added |
| Chicago Capital, LLC | 6,664 | $481.0K | 0.01% | +2,000+42.9% | Added |
| Hara Capital LLC | 6,655 | $480.4K | 0.31% | 00.0% | Unchanged |
| Ellerson Group Inc | 6,651 | $480.1K | 0.37% | −1,200−15.3% | Reduced |
| Aries Wealth Management | 6,636 | $479.0K | 0.15% | +1,367+25.9% | Added |
| Argent Trust Co | 6,593 | $475.9K | 0.02% | −593−8.3% | Reduced |
| Cromwell Holdings LLC | 6,552 | $472.9K | 0.28% | +6,552 | New |
| Jacobi Capital Management LLC | 6,548 | $472.6K | 0.04% | −42−0.6% | Reduced |
| BigSur Wealth Management LLC | 6,536 | $471.8K | 0.14% | +1,500+29.8% | Added |
| InTrack Investment Management Inc | 6,535 | $471.7K | 0.34% | −227−3.4% | Reduced |
| Silverlake Wealth Management LLC | 6,514 | $470.2K | 0.19% | +2,400+58.3% | Added |
| Ethic Inc. | 6,509 | $469.8K | 0.01% | −53−0.8% | Reduced |
| Birch Hill Investment Advisors LLC | 6,500 | $469.2K | 0.02% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 6,478 | $467.6K | 0.36% | −1,897−22.7% | Reduced |
| Beaton Management Co. Inc. | 6,450 | $464.0K | 0.25% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 6,418 | $463.3K | 0.02% | −397−5.8% | Reduced |
| Aspen Grove Capital, LLC | 6,413 | $462.9K | 0.11% | +106+1.7% | Added |
| AMG National Trust Bank | 6,402 | $462.1K | 0.01% | +6,402 | New |
| Fort Washington Investment Advisors Inc | 6,335 | $457.3K | 0.00% | −258,166−97.6% | Reduced |
| Callan Capital, LLC | 6,327 | $456.7K | 0.04% | +2,436+62.6% | Added |
| Mattern Wealth Management LLC | 6,266 | $452.3K | 0.11% | +87+1.4% | Added |
| EverSource Wealth Advisors, LLC | 6,171 | $451.8K | 0.03% | −129−2.0% | Reduced |
| Farmers Trust Co | 6,210 | $448.2K | 0.09% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 6,675 | $447.5K | 0.04% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 6,183 | $446.3K | 0.09% | −187−2.9% | Reduced |
| Patten & Patten Inc | 6,183 | $446.3K | 0.03% | −136−2.2% | Reduced |
| Sittner & Nelson, LLC | 6,182 | $446.2K | 0.22% | +20.0% | Added |
| Merit Financial Group, LLC | 6,181 | $446.1K | 0.01% | +1,228+24.8% | Added |
| Berkshire Asset Management LLC | 6,178 | $445.9K | 0.02% | +450+7.9% | Added |
| Tucker Asset Management LLC | 6,167 | $445.1K | 0.10% | +120+2.0% | Added |
| Beacon Capital Management, LLC | 6,155 | $444.3K | 0.08% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,124 | $442.0K | 0.01% | +156+2.6% | Added |
| Davis R M Inc | 6,120 | $441.7K | 0.01% | +1,652+37.0% | Added |
| Transform Wealth, LLC | 6,101 | $440.4K | 0.03% | −308−4.8% | Reduced |
| Alpha Omega Wealth Management LLC | 6,100 | $440.3K | 0.08% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 6,053 | $440.2K | 0.22% | +37+0.6% | Added |
| Lawson Kroeker Investment Management Inc | 6,095 | $439.9K | 0.08% | +1,500+32.6% | Added |
| IHT Wealth Management, LLC | 6,057 | $437.2K | 0.02% | −45−0.7% | Reduced |
| Hamel Associates, Inc. | 6,050 | $436.7K | 0.14% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 6,044 | $436.3K | 0.13% | −400−6.2% | Reduced |
| Personal Cfo Solutions, LLC | 6,038 | $435.8K | 0.07% | +429+7.6% | Added |
| Keel Point, LLC | 6,026 | $435.7K | 0.04% | +1,243+26.0% | Added |
| Congress Wealth Management LLC | 6,030 | $435.2K | 0.01% | +6,030 | New |
| Hanson & Doremus Investment Management | 6,016 | $434.0K | 0.07% | −95−1.6% | Reduced |
| Asset Advisors Investment Management, LLC | 6,000 | $433.1K | 0.05% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 5,997 | $432.9K | 0.02% | −221−3.6% | Reduced |
| Baxter Bros Inc | 5,995 | $432.7K | 0.06% | −200−3.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,981 | $431.7K | 0.15% | −3−0.1% | Reduced |
| Quantitative Investment Management, LLC | 5,947 | $429.0K | 0.05% | −78,388−92.9% | Reduced |
| Seven Mile Advisory | 5,916 | $427.0K | 0.31% | +393+7.1% | Added |
| Rehmann Capital Advisory Group | 5,910 | $426.6K | 0.03% | +320+5.7% | Added |
| Hardy Reed LLC | 5,901 | $425.9K | 0.04% | +5,901 | New |
| Leo Wealth, LLC | 5,847 | $424.8K | 0.04% | −1,216−17.2% | Reduced |
| Titleist Asset Management, LLC | 5,881 | $424.5K | 0.06% | +2,409+69.4% | Added |
| First National Bank of Hutchinson | 5,850 | $422.3K | 0.27% | +1,411+31.8% | Added |
| Monticello Wealth Management, LLC | 5,827 | $420.6K | 0.04% | +45+0.8% | Added |
| Keating Investment Counselors Inc | 5,800 | $418.6K | 0.13% | +1,200+26.1% | Added |
| Element Wealth, LLC | 5,790 | $417.9K | 0.24% | −472−7.5% | Reduced |
| KCM Investment Advisors LLC | 5,784 | $417.5K | 0.01% | +70+1.2% | Added |
| Sentry LLC | 5,760 | $415.8K | 0.08% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 5,758 | $415.6K | 0.04% | +1,260+28.0% | Added |
| Bill Few Associates, Inc. | 5,746 | $414.7K | 0.16% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,731 | $413.7K | 0.06% | −164−2.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,704 | $411.7K | 0.00% | −954−14.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 5,694 | $411.0K | 0.16% | −10.0% | Reduced |
| AIMZ Investment Advisors, LLC | 5,675 | $409.6K | 0.15% | 00.0% | Unchanged |
| Insight 2811, Inc. | 5,666 | $409.0K | 0.21% | −600−9.6% | Reduced |
| Moody National Bank Trust Division | 5,652 | $408.0K | 0.03% | −261−4.4% | Reduced |
| Modera Wealth Management, LLC | 5,641 | $407.2K | 0.01% | −272−4.6% | Reduced |
| Atlantic Union Bankshares Corp | 5,637 | $406.9K | 0.03% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 5,700 | $406.5K | 0.02% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 5,619 | $405.6K | 0.04% | +10.0% | Added |
| Crestwood Advisors Group LLC | 5,617 | $405.5K | 0.01% | −113−2.0% | Reduced |
| CFS Investment Advisory Services, LLC | 5,596 | $404.0K | 0.03% | +5,596 | New |
| Anchor Investment Management, LLC | 5,597 | $404.0K | 0.04% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 5,575 | $402.4K | 0.12% | −710−11.3% | Reduced |
| Independence Bank of Kentucky | 5,530 | $399.2K | 0.11% | +902+19.5% | Added |
| Bridges Investment Management Inc | 5,518 | $398.3K | 0.01% | +282+5.4% | Added |
| Matthew Goff Investment Advisor, LLC | 5,508 | $397.6K | 0.08% | −925−14.4% | Reduced |
| Howard Capital Management Inc. | 5,505 | $397.4K | 0.04% | +5,505 | New |
| Ledyard National Bank | 5,452 | $393.5K | 0.04% | −440−7.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,437 | $392.6K | 0.12% | +5,437 | New |
| Principal Street Partners, LLC | 5,422 | $391.4K | 0.07% | 00.0% | Unchanged |
| Capital Advisors Inc | 5,422 | $391.4K | 0.01% | +652+13.7% | Added |
| Cordatus Wealth Management LLC | 5,344 | $386.0K | 0.14% | +5,344 | New |
| Fielder Capital Group LLC | 5,347 | $385.9K | 0.15% | +5,347 | New |
| International Assets Investment Management, LLC | 5,335 | $385.1K | 0.04% | +272+5.4% | Added |
| Henshaw Capital LLC | 5,326 | $384.4K | 0.02% | +1,140+27.2% | Added |
| Paragon Capital Management LLC | 5,294 | $382.1K | 0.21% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 5,282 | $381.2K | 0.14% | −91−1.7% | Reduced |